See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,481 | $54,541-51.4% | $78,778-66.4% | $70,131-62.2% |
| Participation rate | 74.4% | 60.8%+13.6pp | 69.2%+5.2pp | 69.5%+4.8pp |
| Annual return | 19.87% | 21.07%-1.2pp | 35.62%-15.8pp | 73.14%-53.3pp |
| Employer contribution / active EE | $769 | $1,089-29.4% | $1,986-61.3% | $2,342-67.2% |
| Participant deferral / active EE | $2,353 | $2,210+6.5% | $2,958-20.5% | $3,332-29.4% |
| Admin fee / account holder | $560 | $3,709-84.9% | $5,134-89.1% | $4,645-87.9% |